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Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Released Friday, 20th January 2023
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Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

Friday, 20th January 2023
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The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor. In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on … Continue reading Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP® →

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Your Financial Plan-It

Welcome to Your Financial Plan-It, the podcast hosted by David Vallieres and the Synergy Capital Solutions team. This is the show that brings you synergistic financial strategies to help you enjoy the fullness of today and empower your next generation. Join us for this journey as we draw from over 200 years of planning and investment experience to help you synergize your finances.

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